Core Viewpoint - Oat Technology (688312.SH) announced that its stock price has deviated significantly, with a cumulative increase of 30% over three consecutive trading days, indicating unusual trading activity [2] Group 1: Company Performance - The company has acquired AXIS-TEC, which offers products related to silicon photonic wafer testing, although market promotion for these products is still in its early stages [2] - Currently, the sales revenue from these products accounts for less than 1% of the company's total revenue, indicating that it has not yet had a significant impact on overall performance [2] Group 2: Market Context - There is heightened market interest in concepts such as "CPO," "optical communication," and "silicon photonic wafer testing," leading to active performance in related sectors [2] - The company's main business as a provider of intelligent testing equipment and system solutions for the electronics industry has not undergone significant changes [2]

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 1.29%, the Shenzhen Component Index by 2.19%, and the ChiNext Index by 1.86%. The North Star 50 Index saw a significant rise of 3.27% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 25,656 billion yuan, a decrease of 410 billion yuan compared to the previous day, with over 4,800 stocks rising across the three markets [1] Sector Performance - Leading sectors included photovoltaic equipment, CPO, commercial aerospace, engineering machinery, rare earth permanent magnets, cloud gaming, storage chips, cultivated diamonds, and epoxy propylene, all showing significant gains [1] - The banking, insurance, and agricultural products sectors lagged behind in performance [1] ETF Performance - The storage chip sector experienced a major surge, with the Huatai-PB Fund's China-Korea Semiconductor ETF rising by 8% [1] - The photovoltaic sector rebounded strongly, with the Guotai and Fuguo Fund's Sci-Tech Innovation Board New Energy ETF increasing by 7.42% and 6.84%, respectively [1] - The non-ferrous metals sector also saw a rebound, with the Southern Fund's Non-Ferrous Metals ETF rising by 6.84% [1] - The engineering machinery sector saw afternoon gains, with the GF Fund's Engineering Machinery ETF and the Dachen Engineering Machinery ETF increasing by 6.6% and 6.51%, respectively [1] - The New Economy ETF from Yinhua fell by 6.9%, while the Hong Kong stock market weakened, with the Hong Kong Stock Connect Technology ETF from Ping An declining by 1% [1] - Banking stocks fell, with the Banking ETF and the Huatai Banking ETF decreasing by 1% and 0.88%, respectively [1]

Core Viewpoint - The article highlights a strong rebound in the stock markets, particularly in the Asia-Pacific region, with significant gains in various sectors, especially commercial aerospace and space photovoltaic concepts, driven by technological advancements and market demand [1][2][3]. Group 1: Market Performance - Major Asia-Pacific stock indices saw significant increases, with Japan's Nikkei 225 rising by 3.92% to close at 54,720.66 points, and South Korea's composite index surging by 6.84% to 5,288.08 points [1]. - The A-share market also experienced a robust rebound, with the Shanghai Composite Index up 1.29% to 4,067.74 points, and the Shenzhen Component Index rising by 2.19% [2]. - The total trading volume in the Shanghai and Shenzhen markets was approximately 2.57 trillion yuan, a decrease of over 40 billion yuan from the previous day [2]. Group 2: Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with stocks like Robotech and Dike shares hitting the 20% limit up, while other companies like XW Communication and Light Library Technology rose over 10% [4][6]. - SpaceX's recent acquisition of xAI aims to integrate resources across AI, rockets, and space internet, indicating a strategic move to enhance its capabilities in the commercial aerospace sector [5][6]. Group 3: Space Photovoltaic Concept - The space photovoltaic sector was notably active, with stocks such as Aotewi and Haiyou New Materials reaching the 20% limit up, and Jieput's stock price increasing by approximately 19% to a historical high [8][10]. - The demand for space photovoltaic technology is expected to grow significantly, driven by the industrialization of satellite manufacturing and the need for efficient power systems in low Earth orbit satellites [10]. Group 4: CPO Concept - The CPO (Chip-on-Board) concept experienced a substantial rise, with stocks like Juguang Technology increasing over 18% and Tianfu Communication rising by over 13%, both reaching new highs [12][14]. - Analysts predict that the domestic demand during the "14th Five-Year Plan" period, combined with high overseas demand and technological upgrades, will positively impact the performance of leading optical module companies [14].

昨天给大家分析过，全球股市暴跌更多是流动性冲击导致的非理性下跌，并没有破坏牛市的趋势，昨晚黄金、白银期货 反弹，美股也是低开高走，显示在大量杠杆爆仓后流动性冲击已经缓解。今天贵金属继续反弹，现货黄金重新站上4900 美元/盎司，日内涨超5%；现货白银报86.10美元/盎司，日内涨8.7%。 | 名称 | 现价 | 淵跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 伦敦金现 | 4926.110 | 266.832 | 5.73% | 14.08% | | 伦敦银现 | 86.602 | 7.471 | 9.44% | 20.99% | | COMEX黄金 | 4906.8 d | 254.2 | 5.46% | 12.50% | | COMEX白银 | 85.840 d | 8.831 | 11.47% | 20.94% | | SHFE黄金 | 1093.78 | 6.84 | 0.63% | 11.58% | | SHFE自银 | 21446 | -4304 | -16.71% | 25.61% | | 北海会 | 1089.93 | 78.79 | ...

A股光模块赛道的热度仍在延续。即便2月首个交易日A股迎来普跌调整，被投资者称为"易中天"组合的新易盛（300502.SZ）、中际旭创（300308.SZ）、天 孚通信（300394.SZ），依然成为杠杆资金追捧的核心标的。 东方财富Choice金融终端数据显示，2月2日，新易盛、中际旭创分别被融资买入48.54亿元、45.35亿元，位列当天两融股票标的的第一、第二位。天孚通信 也被融资买入13.81亿元，位列第八位。 股价表现方面，"易中天"近期亦不乏亮点。新易盛于2月2日创出历史新高，但收出一根带上影的阴线，2月3日再次下跌；中际旭创运行于历史高位，2月2 日、3日连续两天收阴；天孚通信则在2月3日创出历史新高。 历史高位、天量成交，往往伴随资金博弈与市场观点分歧。 目前，"易中天"到底是贵还是不贵？杠杆资金反复博弈"易中天" "易中天"能有今日的江湖地位，杠杆资金功不可没。2025年以来，三者的融资余额均呈持续攀升态势，与股价走势共振。 东方财富Choice金融终端数据显示，2025年以来至2026年2月2日，中际旭创以4629.35亿元融资总成交额排名两融股票标的第一，新易盛以4147.16亿元排名 第 ...

作者 |一财阿驴 2月3日，A股三大指数震荡上行，截至收盘，沪指涨1.29%，深成指涨2.19%，创业板指涨1.86%。科创 综指涨2.44%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | more | 4067.74c | 51.99 | 1.29% | | 399001 | 深证成指 | mi | 14127.11c | 302.75 | 2.19% | | 399006 | 创业板指 | will | 3324.89c | 60.78 | 1.86% | | 000680 | 科创综指 | mill | 1803.14c | 42.92 | 2.44% | 盘面上，光伏产业链爆发，太空光伏方向领涨；算力硬件概念股活跃，CPO方向涨幅靠前；商业航天、 深海科技、特高压、AI应用题材表现强势。 具体来看，光伏设备概念集体爆发，帝科股份、海优新材等多股涨停。 2026.02.03 本文字数：697，阅读时长大约1分钟 主力资金全天净流入通信、光伏设备、国防军工等板块，净流出有 ...

| 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | no | 4067.74c | 51.99 | 1.29% | | 399001 | 深证成指 | m | 14127.11c | 302.75 | 2.19% | | 399006 | 创业板指 | mile | 3324.89c | 60.78 | 1.86% | | 000680 | 科创综指 | mil | 1803.14c | 42.92 | 2.44% | 盘面上，光伏产业链爆发，太空光伏方向领涨；算力硬件概念股活跃，CPO方向涨幅靠前；商业航天、深海科技、特高压、AI应用题材表现 强势。 具体来看，光伏设备概念集体爆发，帝科股份、海优新材等多股涨停。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 301636 | 泽润新能 | +20.01% | 74.56 | | 300842 | 帝科股份 | +20.00% | 123.97 | | 688616 | 奥特维 ...

Market Performance - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up by 0.38%, the Shenzhen Component Index up by 0.93%, and the ChiNext Index up by 0.76% [1] - The North Star 50 Index saw a significant increase of 2.16% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 161.69 billion yuan, a decrease of 40 billion yuan compared to the previous day [1] - Over 4,400 stocks in the market experienced gains [1] Sector Performance - Leading sectors included photovoltaic equipment, commercial aerospace, CPO, military equipment, cultivated diamonds, chemicals, rare earth permanent magnets, and storage chips, all showing notable increases [1] - Conversely, sectors such as precious metals, oil and gas extraction and services, banking, insurance, agricultural product processing, and beverage manufacturing faced declines [1] ETF Performance - The photovoltaic sector saw a strong rebound, with notable ETFs such as Penghua Fund's Science and Technology New Energy ETF, Guotai's Photovoltaic ETF, and E Fund's Science and Technology New Energy ETF rising by 5.25%, 5.24%, and 4.96% respectively [1] - The China Merchants Fund's Emerging Asia ETF increased by 5.12% [1] - The commercial aerospace sector also performed well, with Huaxia Fund's Aerospace ETF and Hua'an Fund's Aerospace ETF rising by 4.55% and 4.49% respectively [1] - The metals sector rebounded, with the Dachen Metals ETF increasing by 4.12% [1] Declining ETFs - The New Economy ETF from Yinhua fell by 5.9% [2] - Gold stocks continued to weaken, with the Gold Stock ETF and Gold Stocks ETF declining by 3.64% and 2.5% respectively [2] - The Hong Kong stock market showed weakness, with the Hong Kong Stock Connect Technology ETF from Ping An dropping by 2% [2]

消息面上 国务院国资委：2026年国资国企要深入实施"一企一策"分类考核健全科技创新激励保障机制 近日，国务院国资委召开2026年度中央企业、地方国资委考核分配工作会议，会议强调，2026年，国资 国企要聚焦高质量发展主题，进一步深化改革，深入实施"一企一策"分类考核，切实加强收入分配管 理，健全科技创新激励保障机制，推动三项制度改革走深走实，深化考核分配信息系统建设应用，推动 考核分配体系化制度更加科学，专业化监管更加精准，数智化赋能更加有效，引导支持国有企业和国有 资本做强做优做大，实现"十五五"良好开局。 新华财经北京2月3日电 A股三大指数2月3日早盘高开回落，盘中一度翻绿，后又震荡拉升，至午间收盘 时均小幅收涨，全市场超4400只个股上涨。沪深两市半日成交额1.6万亿，较上个交易日缩量385亿。盘 面上，商业航天概念爆发，十余只成分股涨停，巨力索具、通宇通讯、神剑股份、中超控股涨停；太空 光伏概念集体走强，双良节能、钧达股份等多股涨停；CPO等算力硬件股延续强势，天通股份等涨停， 罗博特科涨超17%创新高。下跌方面，有色金属板块再度下挫，贵金属概念领跌，四川黄金、招金黄金 等多股跌停。 截至午间收盘 ...

2026.02. 03 本文字数：1235，阅读时长大约2分钟 沪深两市半日成交额1.6万亿，较上个交易日缩量385亿。全市场超4400只个股上涨。 10:45 恒生科技指数跌超3%，百度集团跌超6%，腾讯控股跌近6%，阿里巴巴跌逾4%。 10:31 国投白银LOF复牌触及跌停，目前溢价率为88.94%。 10:28 港股科网股短线跳水，快手-W跌超5%，腾讯控股跌超4%，阿里巴巴-W跌超2%。 10:18 科创50指数短线跳水转跌，此前涨近2%，寒武纪跌超8%，生益电子跌超3%，海光信息、中芯国际跟跌。 | 000688[科创50] 1449.40 -0.10% 1478 | 1.87% | 现价 | 1449.40 | | --- | --- | --- | --- | | | | 涨幅 | -0.10% (-1.50) | | 1469 W VIN | 1.25% | 金额 | 375.23亿 | | | | 成交量 | 4.88亿 | | 1460 | 0.62% | 开盘 | 1475.57 | | 1451 | 0.00% | 最高 | 1478.05 | | | | 最低 | 1448.35 | ...